With Baer Wealth as your Personal CFO, you can focus your time on what matters most.

Our job is to build and protect wealth for our clients by managing investments, utilizing sophisticated planning strategies, and collaborating with other expert advisors (CPA, attorney, etc.).


When it comes to managing money, we use decades of academic research to construct portfolios that are built with the long view in mind.

  • We don’t chase returns, we help manage risk.

  • We don’t try to time the market, we let markets work.

  • We don’t invest based on what we “think” will or won’t happen based on gut feelings; we create a plan and stick to it.

  • We don’t act in a way that is reactionary to investment noise; we stay focused on long-term progress.